THE SMART INVESTOR

WHO
THE CAUTIOUS TYPE ARE
THE BEGINNER YOU?
WHAT DOES YOUR
FINANCIAL BEHAVIOUR
HERE ARE
REVEAL ABOUT YOU? EIGHT
QUESTIONS
HOW CAN YOU PLAN TO HELP FIND OUT
YOUR JOURNEY TOWARDS
FINANCIAL INDEPENDENCE? GET STARTED NOW
 When the stock market rises:
A I buy the highest priced stocks from the most valued companies.
B I do nothing. Can’t trust the stock market with my money.
C I think of investing… (but don’t get down to doing it).
When the stock market crashes:
A I sell, of course.
B I do nothing. (Secretly, I feel glad I didn’t invest in these unpredictable markets.)
C I wonder why people invest in stock markets.
Have you planned your savings?
A Gold, shares, educational fund – it’s all sorted.
B Yes, I have my FDs.
C I just started earning. It’s too early to plan.
What investments have you made so far?
A Gold and real estate.
B LIC policy – it’s foolproof.
C I earn barely enough to meet my expenses. Investments are a long time away.
What’s the difference between savings and investments?
A Hmm, perhaps investments offer better returns.
B No difference. It’s fancy jargon from smart marketing firms.
C Oh! Haven’t thought about this at all.
Have you planned for your retirement?
A Yes, I have a Provident Fund account.
B My FD will take care of it.
C Told you, I just started earning.
What’s your take on successful investing?
A It’s tough. Only a few can do it.
B It’s possible only if you are lucky.
C Sounds complicated.
Who can achieve financial freedom?
A Those who have a lot of savings.
B Only the rich can.
C Financial freedom – what’s that?
 IF YOU HAVE MOSTLY CHOSEN A Even if your answers are a healthy mix of
You are financially aware and can be a A, B and C, a bit of financial wisdom can’t
smart investor. Learn the principles of hurt, right? Talk to us.
sound financial planning and start your
journey towards financial freedom. Talk to
us for details.
SIMPLUS IS A FINANCIAL
CONSULTING COMPANY.

IF YOU HAVE MOSTLY CHOSEN B We educate, enlighten and empower you to

You like playing it safe. But don’t let that
limit you to conventional investment
options such as fixed deposits. Learn more
about non-traditional investment avenues
and safe investment practices with us.
understand the fundamentals of financial
planning and take charge of your financial
life. The best part: we keep it simple.
Our Personal Financial Planning assistance
aligns your finances with your life’s
objectives. It’s like a road map to mark your

IF YOU HAVE MOSTLY CHOSEN

C family’s financial goals and meet them
systematically, over a defined period. Buy a
You need to take the first steps now to house. Educate your children. Plan a dream
secure your future. It’s ok to start small, but vacation every year and build a surplus for
do start financial planning. We can show your retirement. Do it all.
how simple and practical it is.

TAKE THE FIRST STEP NOW

CALL US TO KNOW HOW TO
MAKE YOUR MONEY
WORK FOR YOU
WHY SIMPLUS?
NO JARGON. No complicated projections or charts.
We make Personal Financial Planning simple.

WE KEEP YOUR MONEY SAFE. We adopt time-tested practices followed by the masters
of investment to safeguard your money. We guide you based on your needs. Not short-lived
market trends.

IT’S PLANNING + EXECUTION. We offer honest, practical guidance, along with sound execution
services. So, plans don’t just stay on paper. They get implemented and take you closer to your
financial dreams.

OBJECTIVE DECISION-MAKING. It’s your money and you should decide how to make it work.
We only help you do this better by providing timely and relevant inputs. We even present all your
financial details on a single page to help take informed decisions.

HONEST AND REPUTED. We are an associate of Colaco & Aranha, a reputed investment services
firm in Mangalore since 1985, which has earned tremendous goodwill from clients due to its honest
practices. Our clients trust us for our ethical behaviour.

LIKE WHAT YOU READ? Need reliable guidance to plan your finances? Call us for a detailed chat.

Reach us at info@simplus.co.in
or 91-80-26578496
Or log on to www.simplus.co.in

SIMPLUS FINANCIAL CONSULTANCY PRIVATE LIMITED

# 296, Ground Floor, 12th Cross, 9th Main, 2nd Block, Jayanagar, Bangalore - 560 011.